Remote Wealth Advisor | Flexible Vacation

A financial services cooperative seeks a Wealth Management Advisor in Salaberry-de-Valleyfield. The advisor will develop and maintain client relationships while providing tailored financial advice. Essential qualifications include a relevant bachelor's degree, experience in wealth management, and knowledge of financial products. The role offers competitive...

A leading financial services firm in Montérégie is looking for a Wealth Management Advisor to develop client relationships and provide financial advice. This hybrid role requires a Bachelor's degree and knowledge of French, with a focus on client satisfaction. Benefits include a competitive salary, bonus, and flexible vacation. Ideal candidates possess...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

Overview As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

A leading financial services provider is seeking a Business Development - Financial Security Advisor in Canada, specifically in Montérégie. The successful candidate will focus on providing tailored financial solutions to improve clients' financial health and ensure excellent customer service. Responsibilities include managing investment and financing...

A leading financial institution in Salaberry-de-Valleyfield is seeking an Associate in Wealth Management to support investment advisors by delivering exceptional customer service. The ideal candidate will have a college degree, two years of relevant banking experience, and strong organizational skills. Responsibilities include managing client files,...

A leading financial institution in Salaberry-de-Valleyfield is seeking an Associate in Wealth Management to support investment advisors by delivering exceptional customer service. The ideal candidate will have a college degree, two years of relevant banking experience, and strong organizational skills. Responsibilities include managing client files,...

Wealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Bruno-de-Montarville: Saint-Brunotime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600359As a wealth management advisor, you’re responsible for developing and maintaining...